Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,212 | $169,356-30.8% | $129,406-9.4% | $145,897-19.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.19% | 14418.62%-14402.4pp | 9468.18%-9452.0pp | 552.29%-536.1pp |
| Employer contribution / active EE | $9,767 | $5,542+76.2% | $4,155+135.0% | $4,663+109.5% |
| Participant deferral / active EE | $15,672 | $4,987+214.3% | $4,167+276.1% | $6,689+134.3% |
| Admin fee / account holder | $2,243 | $9,915-77.4% | $7,689-70.8% | $13,390-83.3% |